Wealth Planning

Understand Qualified Small Business Stock

September 22, 2021

Cliff Loh
Cliff Loh

Director in Wealth Management, Partner

Cliff, a wealth manager who serves clients in our Silicon Valley office, has a passion to build long-term relationships with clients and be a trusted partner to help them achieve their financial goals. With a strong desire to provide thoughtful and understandable financial planning, he serves on our committee for Aspiriant Planner, our advanced financial planning technology.

Cliff joined Aspiriant in 2017 as part of the merger with Stanford Investment Group. Prior to joining SIG in 2015, Cliff spent the previous nine years at Financial Engines, a fintech pioneer, rising in the product team to be a Principal Product Manager.

Cliff received his B.S. and M.S. degrees in Industrial Engineering from Stanford University and earned his Certified Financial Planner™ credential while at Aspiriant.

Outside of work, he is active in the Financial Planning Association of Silicon Valley and volunteers for the Commonwealth Club. He values these opportunities as a way to keep him exposed to current thought leaders, both in wealth management and the wider community.

Cliff is married with two children. In his free time, you may find him watching “Beat Bobby Flay,” perfecting his fantasy football roster, visiting national parks or watching the New York Yankees.

Jason Kiss
Jason Kiss

Director in Wealth Management, Partner

Jason joined Aspiriant in 2014 as a director of Wealth Management. He brings 20 years of experience in the financial services business serving high-net-worth individuals and families.

Before joining Aspiriant, Jason spent almost three years at Menlo Park financial advisory firm Brownson, Rehmus & Foxworth. Previously, he held a variety of investment positions at Bartlett & Co in Cincinnati, and TD Asset Management in Toronto.

Jason has an M.B.A. from Clemson University in South Carolina and a B.A. from the University of Western Ontario. He is a CFA® charterholder and CFP® certificant. He also holds the CAIA® designation.

Jason lives in Orinda with his family, where he and his wife coordinate transportation schedules for their three kids between swim meets, soccer games and winter ski trips. In their rare free time, they enjoy discovering the many pleasures of Northern California.

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Phil J. Kastenholz CFA®, CPA

Director in Investment Strategy & Research, Partner

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